This article explains how to install the Gainsight app from the Salesforce Appexchange, assign Gainsight licenses, and grant the Gainsight NXT permission set to the required users. You must first configure the Salesforce Connector and sync users from SFDC to Gainsight NXT org before proceeding with this article.
Note: Automatic Pardot AppExchange updates for scheduled release dates begin Tuesdays at 9 PM Eastern and may process through Wednesday mornings. To make sure your connector continues to function as intended, make sure your Salesforce admin applies the Pardot permission set to any users that need to access or use Pardot data in Salesforce, and the Pardot Connector User permission set and standard object and field permissions to your Salesforce connector user.
Download Appexchange Packages Permission
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Although we highly recommend using the Pardot permission sets, customers with Salesforce Enterprise edition can manually apply permissions to users who need access to Pardot data in Salesforce. If you choose to manually apply permissions, you must manually apply any new permissions as they are released. We will note any new permissions needed in these release notes.
March 9, 2023
Pardot Package v4.89
We changed the label for the legacy Pardot app that appears in the App Launcher to Pardot Classic (Deprecated). We changed the labels for default fields and default permission sets to match our new Account Engagement brand. We also fixed a performance issue when updating Lead, Contact, and Account records under certain conditions.
December 12, 2018
Pardot Package v4.13
Updates allow Send Engage Email buttons on Campaign and Opportunity record homes and Opportunity list views. Also includes a new Pardot_Integration_User permission set, which grants the same level of access to the integration user as the standard Pardot_Connector_User permission set. Plus, bug fixes and minor enhancements.
October 26, 2016
Name 13.8.0, Number 3.1
Includes security updates that require users that need to access or use Pardot data in Salesforce to have the Pardot Permission Set assigned. Enterprise edition Salesforce customers can opt to manually assign the permissions. Users whose permissions are manually assigned will need to assign the PardotResourceBaseByUserExtension class and the following pages: Pardot, SendPardotEmailContact, SendPardotEmailLead, SendToPardot.
These updates eliminate the small number of Salesforce API calls that were being counted for things like viewing a lead or contact with a Pardot Activities section. Read more about these updates in this post.
June 15, 2016
Name 10.5.0, Number 2.59
Added an additional text field for Tasks named "pi_source_record__c", which was also added to the permission set for the Pardot Connector User. This field is only used on the back end for Task syncing and does not need to be added to any page layouts.
February 29, 2016
Name 9.3.0, Number 2.32
Resolves an issue with Engage Emails that occurred when there are two or more recipients with the same email address and the user does not have Salesforce administrator permissions.
To install and uninstall packages from the Salesforce AppExchange, you need the 'Download AppExchange Packages' permission. This permission allows a user to download, install, upgrade, and uninstall packages from the AppExchange into your Salesforce organization. Furthermore, the 'Manage Package Licenses' permission is required in order to distribute and manage the licenses of installed packages.
It's important to note that 'Upload AppExchange Packages' and 'Create AppExchange Packages' are permissions related to the development and submission of applications to the AppExchange, rather than the installation or management of packages.
The 'Download AppExchange Packages' permission is needed to install and uninstall packages from Salesforce AppExchange. Although 'Manage Package Licenses' and 'Create AppExchange Packages' permissions exist, they do not directly influence the ability to install or uninstall packages.
To install and uninstall packages from Salesforce AppExchange, the user should have the 'Download AppExchange Packages' permission. This permission allows the user to install and uninstall packages provided by Salesforce AppExchange. It is important to note that while 'Manage Package Licenses' lets you allocate licenses to users, and 'Create AppExchange Packages' gives the authority to create and upload packages to the AppExchange, neither of these are directly related to installing and uninstalling packages. As such, the most relevant permission for installing and uninstalling is, indeed, 'Download AppExchange Packages'.
Unless you are already logged in, you will be asked to enter your Salesforce username and password. Inorder to install any AppExchange package, you must either be a Salesforce Administrator or have theDownload AppExchange Packages permission on your user profile. If neither is applicable, please contactyour Salesforce Administrator to install this app.
zAgileConnect provides a number of permission sets out-of-the-box that must be assigned to specific users based upon the type of access and usage they will require for the integration. These assignments must be done following the package installation to ensure that users have the necessary permissions.
zAgileConnect Subscription User - This permission set ensures access to custom objects bundled with the zAgileConnect package. It is required for all users who will be licensed for zAgileConnect.
zAgileConnect Admin User - (Not required for Salesforce Administrators) This permission set provides admin access to zAgileConnect package configurations in addition to access to custom objects bundled with the package. It is recommended for users who will need to administer zAgileConnect package configurations. In addition to this permission set, zAgileConnect Admin users will also need the following permissions:
zAgileConnet Integration User - This permission set ensures access to zAgileConnect package components that are involved in bidirectional exchange between Salesforce and Jira. This permission set must be assigned to the Salesforce account designated as the Integration User (Salesforce account used to log into Salesforce from Jira).
zAgileConnect Platform User - This permission set allows users not licensed for zAgileConnect to perform certain operations involving Jira, such as posting comments and attachments to Jira, posting field updates in Salesforce objects to Jira (Salesforce Properties), etc.
process such as a custom object custom tab or component Partners share their customizations
with other Salesforce users as a packaged AppExchange solution whether an app a Bolt solution
a Flow solution Lightning data or a component
Publish
The Salesforce partner registers packages and publishes their solution on AppExchange They can
also create a demo of the functionality included in their solution for others to view before installing
and include a trial version
Install
Salesforce customers browse solutions published on AppExchange and choose which solutions to
install in their orgs Installing a published AppExchange solution is safe and simple Customers can
BrowseView the descriptions reviews and demos of solutions on AppExchange They choose
the solution that fits their needs
Test DriveReview a fully functional demo of the solution as a readonly user and plan their
implementation with their admins
InstallAdd the solution and all its components to their Salesforce environment
DeployImmediately give their users access to the solution or customize it for a select group
of users
Installing an AppExchange solution in your Salesforce org is
straightforward You install the solution as an unmanaged or
managed package and then you configure it for your environment
and users
Warning If the solution is in a managed package you cant
change certain Salesforce components after you install them
For a list of editable components in a managed package see
the ISVforce User Guide Managed packages also have a
namespace prefix that is prepended to all uniquely named
components such as custom fields For more information on
namespace prefixes see Register a Namespace Prefix in
Salesforce Help
Page layout settingsdetermined by the package creator
Record Type settingsdetermined by the package creator
No AccessSpecifies the same settings as Full Access except all object permissions are
disabled
If the publisher included settings for custom profiles other options are available You can
incorporate publishers custom profile settings into your profiles without affecting your settings
Choose the name of the profile settings in the dropdown list next to the profile to which you
want to apply them The current settings in that profile remain intact
Alternatively to give this setting to all user profiles click Set All next to an access level
Note Depending on the type of installation its possible this option doesnt appear For
example in Group and Professional Editions or if the package doesnt contain a custom object
Salesforce skips this option which gives all users full access
In Enterprise Unlimited Performance and Developer Editions if you chose Select security settings
select the level of access to give users in each profile and click Next
Standard options are
Full AccessSpecifies the following settings for each profile
Object permissionsRead Create Edit Delete View All and Modify All enabled
Fieldlevel securityset to visible and editable for all fields
Apex classesenabled
Visualforce pagesenabled
App settingsenabled
Tab settingsdetermined by the package creator
Page layout settingsdetermined by the package creator
Record Type settingsdetermined by the package creator
No AccessSpecifies the same settings as Full Access except all object permissions are disabled
If the publisher included settings for custom profiles other options are available You can incorporate
the publishers custom profile settings into your profiles without affecting your settings Choose the
name of the profile settings in the dropdown list next to the profile to which you want to apply
them The current settings in that profile remain intact
Alternatively to give this setting to all user profiles click Set All next to an access level
To install all the components in the package you selected click Install
Note During installation Salesforce automatically resolves any references to package
components from the source organization For example if a custom link in the package refers e24fc04721
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